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JM FINANCIAL SERVICES LTD

JM FINANCIAL SERVICES LTD

AUM in Cr : 585 Cr
No of Clients : 238

JM Financial Group is one of India’s prominent financial services groups, specialising in providing a spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors. Known for diverse businesses such as Investment Banking, Equity, Debt, Commodity Sales and Trading, Wealth Management, Portfolio Management Services, Asset Management, Alternative Asset Management, Financing and Lending and Distressed Asset Management, the JM Financial Group is a significant conglomerate in the financial services space. JM Financial Services is the dedicated brokerage services arm of this Group.

Schemes (6)

PMS
|
31 Oct 2022
|
AUM : 330 Cr
FOCUS-A LONG-ONLY CONCENTRATED PORTFOLIO STRATEGY THAT WILL INVEST IN SELECT MULTI-CAP STOCKS. MIX WOULD CONCENTRATE ON 80% IN LARGE AND LARGE MID-CAP COMPANIES AND 20% IN SMALLER MID-CAPS COMPANIES.
NIFTY500
Fund Returns
1M
2.92%
1Y
-4.63%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 114 Cr
G AND V-TO STRIVE FOR MEDIUM TO LONG-TERM CAPITAL APPRECIATION AND LIMIT DOWNSIDE BY INVESTING IN A BALANCED PORTFOLIO OF STRONG BUSINESSES. PORTFOLIO MIX WOULD CONCENTRATE 80% LARGE-CAP AND 20% MID-CAPS.
NIFTY 50
Fund Returns
1M
2.26%
1Y
-6.19%
Benchmark Returns
1M
5.37%
1Y
1.93
PMS
|
31 Oct 2022
|
AUM : 8 Cr
IRP III-THE AIM IS TO FOCUS ON BOTTOM UP STOCK PICKING ACROSS THE SECTORS, WITH EMPHASIS IN THOSE COMPANIES THAT ARE MID-CAP AND SELECT LARGE AND SMALL CAP SHARES (UPTO 35% OF THE PORTFOLIO).
NIFTY500
Fund Returns
1M
1.43%
1Y
0.49%
Benchmark Returns
1M
4.01%
1Y
2.23
PMS
|
31 Oct 2022
|
AUM : 15 Cr
OPPORTUNISTIC-TO PURSUE LONG-TERM GROWTH BY FOLLOWING MULTICAP INVESTING STYLE IN SHARES OF COMPANIES THAT EXHIBIT CHARACTERISTICS THAT ARE CONSISTENT WITH GROWTH OR VALUE STYLE OF INVESTING.
BSE-200 INDEX
Fund Returns
1M
3.55%
1Y
-3.69%
Benchmark Returns
1M
4.37%
1Y
2.78
PMS
|
31 Oct 2022
|
AUM : 0 Cr
WB - EQUITY ENHANCER - INVEST IN MID CAP FUNDS
BSE-MIDCAP
Fund Returns
1M
1.7%
1Y
8.09%
Benchmark Returns
1M
2.03%
1Y
0.32
PMS
|
31 Oct 2022
|
AUM : 0 Cr
WB - EQUITY LEADER - INVEST IN LARGE CAP FUNDS
NIFTY 50
Fund Returns
1M
4.1%
1Y
-1%
Benchmark Returns
1M
5.37%
1Y
1.93

Contacts

contact icon Contact Person
Mr. Piyush Khorasia
8286856621
map icon Corporate Address
5th Floor, Cnergy, Appasaheb Marathe Marg,Prabhadevi, Mumbai - 400025
globe icon Web and Email
http://www.jmfinancialservices.in/
piyush.khorasia@jmfl.com
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